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Atria Wealth Solutions’s iShares MSCI Sweden ETF EWD Stock Holding History

Atria Wealth Solutions’s Portfolio EWD Stock Details EWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-28,698
Closed -$1.16M – 1963
2024
Q2 		$1.16M Sell
28,698
-826
-3% -$33.3K 0.01% 829
2024
Q1 		$1.18M Buy
+29,524
New +$1.14M 0.01% 835

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Wealth Solutions's EWD Position: Q3 2024 in Review

Atria Wealth Solutions sold out of iShares MSCI Sweden ETF (EWD) in Q3 2024, closing a stake of 28,698 shares — an estimated $1.16M sold.

Atria Wealth Solutions first reported a position in EWD in Q1 2024 and held it in 2 quarters. The position peaked at $1.18M in Q1 2024. 86 funds tracked by Wall St. Rank hold EWD as of Q3 2024.

  • Atria Wealth Solutions reported no remaining iShares MSCI Sweden ETF position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 28,698 iShares MSCI Sweden ETF shares in Q3 2024, an estimated $1.16M.
  • Atria Wealth Solutions first reported a position in iShares MSCI Sweden ETF in Q1 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's iShares MSCI Sweden ETF position peaked at $1.18M in Q1 2024.
  • 86 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.